Once everything is set up, you're ready to start generating tailored sales proposals:

Step 1: Start a New Conversation

1. Open your "ProposalGPT" project
2. Type a simple greeting or directly ask for a proposal for a specific client
3. Claude will guide you through the process, starting with transcript acquisition

Step 2: Follow the Guided Process

Claude will walk you through the entire workflow:

1. Retrieving the transcript from Airtable
2. Analyzing the transcript to identify pain points, objections, etc.
3. Presenting the analysis for your review
4. Conducting targeted research via Perplexity (after your approval)
5. Presenting research findings for your review
6. Formulating a solution strategy
7. Creating a professional proposal in Google Docs

Step 3: Review and Refine

After receiving the initial proposal:

1. Open the Google Docs link provided by Claude
2. Review the proposal for accuracy and completeness
3. Ask Claude for any specific adjustments or enhancements
4. Finalize the document and share it with your client